Job Description

NewtekOne\xc2\xae, Your Business Solutions Company\xc2\xae, is a financial holding company, which along with its bank and non-bank consolidated subsidiaries, provides a wide range of business and financial solutions under the Newtek\xc2\xae brand to the small- and medium-sized business (\xe2\x80\x9cSMB\xe2\x80\x9d) market. Since 1999, Newtek has provided state-of-the-art, cost-efficient products and services and efficient business strategies to SMB relationships across all 50 states to help them grow their sales, control their expenses, and reduce their risk. Newtek\xe2\x80\x99s and its subsidiaries\xe2\x80\x99 business and financial solutions include: banking (Newtek Bank, N.A.), Business Lending, Electronic Payment Processing, Technology Solutions (Cloud Computing, Data Backup, Storage and Retrieval, IT Consulting), eCommerce, Accounts Receivable Financing & Inventory Financing, Insurance Solutions, Web Services, and Payroll and Benefits Solutions. Under the direction of SVP, the Lending Specialist assists Lending Division in providing outstanding customer service to existing and potential lending customers. Assists applicants, on an as needed basis, in completion of loan applications through online systems and makes customers aware of progress in a timely and efficient manner throughout the application, underwriting, and closing processes. Essential Functions & Responsibilities:

• Contacting referrals (prospects and/or applicants) within set timeframes as prescribed by New Tracker.
• Advising customer of application status and action necessary to achieve desired objective.
• Interacting with customers via telephone, email, or in person in a professional manner, on an as needed basis.
• Provide outstanding professional customer service and creating strong client relationships.
• Updating of Referral System with pertinent customer information.
• Assembling all documents essential to loan processing and closing (SBA Forms, Credit Release, Financial Data and other pertinent documentation) for SBA, A/R, and Conventional Lending Programs.
• Maintain strong knowledge base of Newtek Loan Policies as they relate to SBA Loan Programs, Secured Line of Credit Lending Program and the Non-Conforming/Conventional Loan Program in order to provide applicants with program features, benefits and process.
• Preparation of Pre-Qualification Letters, Loan Overview Memos, and basic credit analysis for SVP and President
• Representing Newtek at industry conferences, gatherings, and functions as deemed appropriate by SVP and President.
• Other duties as needed and assigned.

Knowledge, Skills and Qualifications:

• Basic computer and phone skills required.
• Proficient in Microsoft Office suite of products, i.e. Word, Excel, etc.
• Excellent attention to detail, follow up, and problem solving.
• Strong listening, verbal and written communication skills are essential.
• Self-motivating and great team work attitude.
• Ability to quickly learn about company products or services.
• Some commercial or residential lending support experience preferred.
• Ability to multi task and work with several applications simultaneously.
• Ability to meet deadlines and plan accordingly.

NewtekOne is an Equal Opportunity Employer; M/F/D/V. We require all of our employees to work in an ethical manner and uphold our Code of Business Conduct and Ethics at all times. Job Type: Full-time Pay: $60,000.00 - $90,000.00 per year Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Employee discount
• Flexible spending account
• Health insurance
• Paid time off
• Professional development assistance
• Referral program
• Retirement plan
• Vision insurance

Schedule:

• 8 hour shift

Supplemental pay types:

• Bonus pay

Work Location: Remote

• Health insurance